Tua M Davis FBO W Davis Mem Fdn
Tua M Davis FBO W Davis Mem Fdn is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $39.2M in total assets. In 2025, it awarded 1 grant totaling $3.5M. Net investment income was $9.2M.
Tua M Davis FBO W Davis Mem Fdn at a glance
In short: Tua M Davis FBO W Davis Mem Fdn gave $3.5M across 1 grant in 2025 (avg $3.5M), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,501,929
- +9.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $3,501,929
- +9.0% vs 2024
- Median grant
- $3,501,929
- Total assets
- $39,244,464
- +16.4% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tua M Davis FBO W Davis Mem Fdn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Westmoreland Davis Memorial Fdn Inc ($3.5M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Tua M Davis FBO W Davis Mem Fdn gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.5M (2023) to $3.6M (2022). In 2025 it made 1 grant totaling $3.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westmoreland Davis Memorial Fdn Inc Leesburg, VA | Unrestricted General | $3,501,929 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $39,244,464 | $9,257,640 | $3,734,744 | $3,501,929 | 1 | $3,532,565 | $9,192,978 | $3,421,381 |
| 2024 | $33,726,988 | $2,193,943 | $3,320,633 | $3,211,767 | 1 | $3,239,985 | $2,147,080 | $3,358,881 |
| 2023 | $34,853,569 | $1,360,721 | $2,627,667 | $2,542,712 | 1 | $2,571,912 | $1,317,469 | $3,027,663 |
| 2022 | $36,105,161 | $2,763,036 | $3,654,281 | $3,556,391 | 1 | $3,580,986 | $2,724,741 | $3,022,449 |
| 2021 | $37,015,445 | $3,795,860 | $3,129,923 | $3,012,425 | 1 | $3,031,317 | $3,766,045 | $3,291,836 |
| 2020 | $36,345,260 | $1,598,516 | $3,119,262 | $3,052,076 | 1 | — | $1,567,605 | $2,880,691 |
| 2019 | $37,816,337 | $2,304,358 | $2,667,264 | $2,570,493 | 1 | — | $2,241,196 | $2,782,070 |
Under IRS private-foundation payout rules, Tua M Davis FBO W Davis Mem Fdn reported a distributable amount of $3.4M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tua M Davis FBO W Davis Mem Fdn's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$47K (2021) → $75K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $75K, to Bank of America (Trustee).
Frequently asked questions about Tua M Davis FBO W Davis Mem Fdn
How much does Tua M Davis FBO W Davis Mem Fdn give each year?
Tua M Davis FBO W Davis Mem Fdn gave $3.5M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.2M across 1 grant.
How large is Tua M Davis FBO W Davis Mem Fdn?
Tua M Davis FBO W Davis Mem Fdn reported $39.2M in total assets on its 2025 IRS Form 990-PF. It paid out $3.5M in qualifying distributions that year, against a required minimum of $3.4M (roughly 5% of its investment assets).
Where does Tua M Davis FBO W Davis Mem Fdn operate?
Tua M Davis FBO W Davis Mem Fdn has awarded grants in Virginia.
What is Tua M Davis FBO W Davis Mem Fdn's EIN?
Tua M Davis FBO W Davis Mem Fdn's EIN (Employer Identification Number) is 13-6138067. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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